Ongoing Financial Management

Experienced Financial Support That Grows With Your Business

Not every business needs a full-time controller, but every business benefits from experienced financial oversight. 

Our monthly financial mangement packages provide consistent access to professional financial expertise, reporting, analysis, and guidance. 

Choose the level of support that aligns with your business needs, with additional services available as your operations evolve.

Available engagement levels:

• Essentials

• Growth

• Complete

Packages include defined monthly service hours and scope, with customized deliverables for general business and construction companies.

See our Rates & Engagements page for package details.

Bookkeeping and Accounting Support

For businesses that need transaction-level accounting support, bookeeping services are available as an optional addition to monthly financial mangement packages. 

Services may include:

• Transaction recording and categorization

• Accounts payable processing

• Accounts receivable and invoicing

• Bank and credit card reconciliations

• Account reconciliations

• General ledger maintenance

• Month-end bookeeping support

Bookkeeping services are structured around monthly transaction volume, providing predictable pricing that can scale with your business.

Consulting & Project-Based Services

Specialized Expertise When You Need It

Not every business requires ongoing financial management. Sometimes a specific challenge, system improvement, or operational need requires focused attention. 

Our project-based consulting services provide businesses with access to experienced financial and accounting expertise for defined initiatives. 

Project may include:

• Accounting department assessments

• Financial reporting improvements

• Accounting workflow redesign

• ERP implementation and optimization

• Accounting system evaluations

• Construction accounting assessments

• Job costing and WIP process improvements

• Internal control evaluations

• Special financial analysis and reporting projects

• Accounting process documentation

Engagements are customized based on the scope, complexity, and requirements of each project.

A Collaborative Approach

Every business operates differently. Our goal is to understand your operations, identify where additional support can make a difference, and develop solutions that work for your business. 

Whether you need ongoing financial oversight, assistance improving accounting operations, or support with a specific project, Crystal Lane Advisory offers flexible services built around your needs.